Filed: 8/14/2026ACC: 0001999371-26-017926
📋 What this filing means
SCOPIA CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $111.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$111.73M
Total AUM (reported)
4.55M
Total Shares
Allocation by class
COM$64.96M58.1%
SHS$12.82M11.5%
CL A COM$9.05M8.1%
CLASS A COM SHS$8.14M7.3%
CL A$6.14M5.5%
COM SER C$3.53M3.2%
COM SHS$3.36M3.0%
Portfolio Concentration
Top 3$29.50M26.4%
4–10$53.57M47.9%
11–25$28.66M25.6%
Top 3 weight
26.4%
Top 10 weight
74.4%
Voting Authority Distribution
Total shares with voting rights: 4.55M
Sole
Full voting authority
4.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
VALVOLINE INC
SOLEShares282.26K
TypeSH
Market value$11.16M
9.99%
Sole
282.26K
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares112.96K
TypeSH
Market value$9.29M
8.31%
Sole
112.96K
Shared
0.00
None
0.00
PELOTON INTERACTIVE INC
SOLEShares1.53M
TypeSH
Market value$9.05M
8.10%
Sole
1.53M
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares104.67K
TypeSH
Market value$8.86M
7.93%
Sole
104.67K
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares333.20K
TypeSH
Market value$8.14M
7.29%
Sole
333.20K
Shared
0.00
None
0.00
HARMONIC INC
SOLEShares489.81K
TypeSH
Market value$8.00M
7.16%
Sole
489.81K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares33.53K
TypeSH
Market value$7.99M
7.15%
Sole
33.53K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares373.27K
TypeSH
Market value$7.66M
6.86%
Sole
373.27K
Shared
0.00
None
0.00
ENERSYS
SOLEShares28.99K
TypeSH
Market value$6.78M
6.07%
Sole
28.99K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares33.26K
TypeSH
Market value$6.14M
5.49%
Sole
33.26K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares64.58K
TypeSH
Market value$5.93M
5.31%
Sole
64.58K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares24.25K
TypeSH
Market value$5.78M
5.17%
Sole
24.25K
Shared
0.00
None
0.00
ATLANTA BRAVES HLDGS INC
SOLEShares68K
TypeSH
Market value$3.53M
3.16%
Sole
68K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares24.20K
TypeSH
Market value$3.53M
3.16%
Sole
24.20K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares231.26K
TypeSH
Market value$3.36M
3.01%
Sole
231.26K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares694.96K
TypeSH
Market value$2.96M
2.65%
Sole
694.96K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares8.13K
TypeSH
Market value$2.35M
2.10%
Sole
8.13K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares79.90K
TypeSH
Market value$773.4K
0.69%
Sole
79.90K
Shared
0.00
None
0.00
SIGMA LITHIUM CORPORATION
SOLEShares35.51K
TypeSH
Market value$449.2K
0.40%
Sole
35.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VALVOLINE INCSOLE | COM | 282.26K | SH | $11.16M 9.99% | 282.26K | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 112.96K | SH | $9.29M 8.31% | 112.96K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCSOLE | CL A COM | 1.53M | SH | $9.05M 8.10% | 1.53M | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 104.67K | SH | $8.86M 7.93% | 104.67K | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 333.20K | SH | $8.14M 7.29% | 333.20K | 0.00 | 0.00 |
HARMONIC INCSOLE | COM | 489.81K | SH | $8.00M 7.16% | 489.81K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 33.53K | SH | $7.99M 7.15% | 33.53K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 373.27K | SH | $7.66M 6.86% | 373.27K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 28.99K | SH | $6.78M 6.07% | 28.99K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 33.26K | SH | $6.14M 5.49% | 33.26K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 64.58K | SH | $5.93M 5.31% | 64.58K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 24.25K | SH | $5.78M 5.17% | 24.25K | 0.00 | 0.00 |
ATLANTA BRAVES HLDGS INCSOLE | COM SER C | 68K | SH | $3.53M 3.16% | 68K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 24.20K | SH | $3.53M 3.16% | 24.20K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 231.26K | SH | $3.36M 3.01% | 231.26K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 694.96K | SH | $2.96M 2.65% | 694.96K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 8.13K | SH | $2.35M 2.10% | 8.13K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | COMMON CLASS A | 79.90K | SH | $773.4K 0.69% | 79.90K | 0.00 | 0.00 |
SIGMA LITHIUM CORPORATIONSOLE | COM | 35.51K | SH | $449.2K 0.40% | 35.51K | 0.00 | 0.00 |